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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1401
LeClair Wealth Partners
Ohio
$335K – – –
MAWA
1402
Moss Adams Wealth Advisors
Washington
$334K +$44.5K +160 +17%
RCM
1403
RB Capital Management
Nevada
$331K +$23.9K +86 +9%
JSL
1404
JT Stratford LLC
Georgia
$329K -$1.92M -6,895 -86%
OW
1405
Olistico Wealth
Oklahoma
$329K – – –
FFA
1406
Founders Financial Alliance
North Carolina
$328K +$54.2K +195 +22%
GCM
1407
Graham Capital Management
Connecticut
$327K +$301K +1,083 New
AFT
1408
Alpha Family Trust
California
$326K +$300K +1,080 New
MPM
1409
MBB Public Markets
Illinois
$326K +$300K +1,080 New
SLG
1410
Stanley-Laman Group
Pennsylvania
$326K +$300K +1,078 New
SAI
1411
Savvy Advisors Inc
New York
$324K +$28.9K +104 +11%
ZIG
1412
Zullo Investment Group
Pennsylvania
$323K -$6.11K -22 -2%
NAS
1413
NWF Advisory Services
California
$323K +$52.8K +190 +22%
SIM
1414
Sentry Investment Management
Wisconsin
$323K -$97.8K -352 -23%
RMCM
1415
Reynders McVeigh Capital Management
Massachusetts
$323K -$6.95K -25 -2%
CCG
1416
Cypress Capital Group
Florida
$323K – – –
CPA
1417
Capital Performance Advisors
California
$322K +$296K +1,066 New
RTC
1418
Real Talk Capital
Tennessee
$320K +$294K +1,059 New
AWM
1419
Affinity Wealth Management
Delaware
$318K -$834 -3 -0.3%
NEPPG
1420
New England Professional Planning Group
Rhode Island
$316K – – –
IA
1421
IMZ Advisory
Florida
$316K +$1.11K +4 +0.4%
FRA
1422
Front Row Advisors
California
$316K -$1.11K -4 -0.4%
V
1423
VeraBank
Texas
$314K – – –
FIA
1424
Foundations Investment Advisors
Arizona
$313K -$171K -614 -37%
AIM
1425
Advyzon Investment Management
Illinois
$313K -$39.2K -141 -12%
55 56
57
58 59